Administrative Assistant, Investment Services

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Hannibal Brokerage, Hannibal, MO, US

• Greet clients and visitors in a friendly, professional manner and creating a welcoming office environment.
• Maintain a polished, organized, client-ready workspace.
• Answer incoming calls and route inquiries appropriately.
• Respond to client account activity and statement inquiries.
• Coordinate client meetings, including scheduling and preparation of review materials.
• Provide proactive advisor support through clear communication and prompt follow-up.
• Support compliance requirements by maintaining accurate records, files, and documentation.
• Monitor workflow processes to ensure accuracy and efficiency.
• Assist with onboarding documentation and account maintenance paperwork.
• Be self-motivated and accountable to develop in the role.
• Handle confidential client information with discretion and professionalism.
• Provide support to the Trust Department as needed.
• Demonstrate initiative, accountability, and a commitment to professional growth in the role.
• Perform other related duties as assigned.

• Prior experience in wealth management, brokerage, banking, or investment services preferred.
• Working knowledge of financial products such as mutual funds, annuities, managed accounts, and retirement accounts preferred.
• Health
• Dental
• Vision
• Life
• Paid Time Off
• Short Term Disability
• Long Term Disability
• EAP
• Fitness Reimbursement
• 401(k) with employer match

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit and talk or hear both face-to-face and via phone.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.